Hello from 22 One Advisors!

Welcome to our Fall Newsletter! We are excited to share some updates from our team with you, from personal milestones to team celebrations and professional achievements. This newsletter contains personal updates, philanthropy projects, and invites to our upcoming market outlook webinar. We hope you enjoy catching up with us - and as always, we’re grateful to be part of your journey.

At 22 One Advisors, we believe that a good name is to be desired above riches. Therefore, our advisors and COO spent a couple of days together at Rough Creek Lodge to go deeper than just the numbers. They talked about family, faith, health, and relationships. The opportunity to get away from the business and learn about and from each other was a wonderful time!

As continued students of our industry, 22 One Advisors sent one of our founders, Loren Hsiao, our COO, Andrew Manwaring, and a financial planning associate, Weston Russell, to the LiveWell Capital Summit to gain more insight into the latest industry trends, learn about operational efficiencies, and further strategic connections with top industry leaders.

In August, we had the pleasure of throwing an early birthday surprise for one of our Founders, Kevin White, as he celebrated his 70th birthday. Surrounded by family, friends, former employees, and colleagues, it was impossible not to feel the impact of such an incredible individual. Celebrating Kevin is effortless because of his generosity and leadership, and we enjoyed listening to all of the wonderful stories of all those he’s impacted.

Iron sharpens iron. Kyle Wick and Sterling White recently attended the Park Avenue Capital Advisor Summit, where they learned from some of the best in the business. In a world that has become increasingly complex and where the latest financial fads seem to change with the wind, industry legend Nick Murray told the room of financial advisors, “Your job is not to have all the answers. Your job is to get clients to ask better questions.” This allows us to cut through the noise to help clients reach their goals and dreams.

Blanket statements can oversimplify complex financial decisions and often miss the mark. Matt Lane shares why it’s important to look deeper and approach your financial future with perspective and clarity. Click on the video below to find out more!

Leave financial blind spots behind, and uncover new opportunities for 2026 with our End of Year Checklist.

We volunteered at Wipe Out Kids Cancer on October 1st, packing Buddy Bags for the child’s first day in the hospital after being admitted, writing handwritten notes to the children and parents that will be placed on top of the Buddy Bags to read when they open it, and made fun bracelets that will be added to the Buddy Bags.

Donate to Help Kids Cancer | Wipe Out Kids Cancer

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At 22 One Advisors, we believe that being a purpose-driven firm means more than managing wealth - it means actively giving back to the communities we serve. Every year, we invite our clients to share the charitable organizations and philanthropic causes that matter most to them and select three organizations to support through financial contributions, volunteer efforts, and recognition. Learn more about our 2025 Winners below!

The Dallas Hearing Foundation is a non-profit that serves the Deaf and Hard of Hearing to bring them into a world of sound. They work with children and adults who experience hearing loss in the greater Dallas, Texas area, across the US, and in nations across the globe.

Little Hearts of Hope is a Christian-based program dedicated to supporting children affected by a cancer diagnosis in their family. Each month, a package based on art and/or play therapy is mailed directly to the hurting child to help the process of their feelings associated with this type of trauma.

The God of Hope Ministries is a Christ-centered discipleship ministry serving inmates in Texas prisons. Their mission is to equip prison inmates through biblical discipleship for a life of hope and freedom in Jesus Christ.

Market Commentary

Check out the latest market commentary from Northwestern Mutual's Chief Investment Officer, Brent Schutte, here.

Upcoming Webinars

22 One Advisors recently hosted a webinar with Washington Insider Matt Vankuiken. He brought insight from 17 years of experience on Capitol Hill including serving as Chief of Staff for a state Senator. Takeaways included strategies to maximize tax deductions under OBBBA and ways to utilize newly created ‘Trump Accounts.’ Reach out to our team if you have any questions about how these changes could impact your planning.

Stay tuned for our upcoming Q4 webinar on private markets — dates will be announced soon, so be on the lookout for details in November!

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*Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

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Mandy Ferris uses 22 One Advisors as a marketing name for doing business as representatives of Northwestern Mutual. 22 One Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. Mandy Ferris is an Associate Insurance Agent of NM. There may be instances when this agent represents companies in addition to NM or its subsidiaries.

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